Buy, Sell, Hold: BHP, FMG and Genesis

Buy, Sell, Hold: BHP, FMG and Genesis

Price target increases for diversified major BHP, iron ore producer FMG and gold developer Genesis

Capital markets

22 JANUARY 2021
BHP flags big coal hit

BHP flags big coal hit

Negative report 'likely to stall momentum'

Profit & Loss

20 JANUARY 2021
Winu production pushed back to 2024

Winu production pushed back to 2024

No 'big bang' in Rio's full-year production results and outlook

Feasibility

19 JANUARY 2021
Iron ore tightness to continue through this half

Iron ore tightness to continue through this half

Juukan Gorge fallout could boost iron ore prices still higher

Bulks

08 JANUARY 2021
Rio appointment raises eyebrows

Rio appointment raises eyebrows

An external, Australian appointment had been expected

Leadership

18 DECEMBER 2020
Questions remain over Oyu Tolgoi economics

Questions remain over Oyu Tolgoi economics

Budget and timeline confirmed but uncertainty around funding and economics persist

Feasibility

17 DECEMBER 2020